LeadIQ logo
Learn more at LeadIQ.com
Emergent Financial Services, LLC logo

Emergent Financial Services, LLC Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Emergent Financial Services, LLC is a Hispanic-owned financial planning and advisory firm operating as a registered investment advisor (RIA) in Charlottesville, Virginia. The firm emphasizes a personal, service-oriented approach typical of a boutique practice, offering financial planning services that span insurance analysis, tax strategies, and wealth management, including investment guidance, asset allocation, diversification, and portfolio rebalancing. Its target market includes individuals and investors seeking long-term goal planning and comprehensive financial guidance, with a focus on aligning planning activities to client-specific needs and objectives. Based in Charlottesville, the company positions itself within the financial services industry as a smaller firm that differentiates itself through individualized service rather than the scale associated with larger corporate entities.

Find Emergent Financial Services, LLC employees' phone numbers or email addresses

Emergent Financial Services, LLC Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Emergent Financial Services, LLC's Leadership

  • Ceo & Financial Advisor at Emergent Financial Services, LLC
    A. U.
    Ceo & Financial Advisor
    Mobile Phone
  • Chief Investment Officer at Emergent Financial Services, LLC
    X. U.
    Chief Investment Officer
    Mobile Phone
  • Chief Investment Officer at Emergent Financial Services, LLC
    X. U.
    Chief Investment Officer
    Mobile Phone
  • Partner / Research Analyst at Emergent Financial Services, LLC
    N. U.
    Partner / Research Analyst
    Mobile Phone
  • Research Analyst at Emergent Financial Services, LLC
    M. U.
    Research Analyst
    Mobile Phone

Emergent Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from Emergent Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Partner / Research Analyst at Emergent Financial Services, LLC
    N. U.
    Partner / Research Analyst
    Mobile Phone
    United States, Virginia
    Mar 18, 2026
  • Ceo & Financial Advisor at Emergent Financial Services, LLC
    A. U.
    Ceo & Financial Advisor
    Mobile Phone
    United States, Virginia
    Jun 02, 2026
  • Chief Investment Officer at Emergent Financial Services, LLC
    X. U.
    Chief Investment Officer
    Mobile Phone
    United States, Virginia
    Apr 15, 2026
  • Chief Investment Officer at Emergent Financial Services, LLC
    X. U.
    Chief Investment Officer
    Mobile Phone
    United States, Virginia
    Aug 06, 2024
  • Research Analyst at Emergent Financial Services, LLC
    M. U.
    Research Analyst
    Mobile Phone
    United States, Virginia
    Nov 12, 2024

Frequently Asked Questions

What is Emergent Financial Services, LLC known for?

Minus sign iconPlus sign iconEmergent Financial Services, LLC was founded in 1995 and operates in the Financial Services industry. Explore Emergent Financial Services, LLC's company overview page for more information.

What is Emergent Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconEmergent Financial Services, LLC employees' email format typically follows the pattern of First@emergentfs.com. Trying to find reliable and up-to-date employee contact data? Find more Emergent Financial Services, LLC email formats with LeadIQ.

How many employees does Emergent Financial Services, LLC have currently?

Minus sign iconPlus sign iconEmergent Financial Services, LLC has approximately 5 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Emergent Financial Services, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Emergent Financial Services, LLC's key employees include:

  • Ceo & Financial Advisor: A. U.
  • Chief Investment Officer: X. U.
  • Chief Investment Officer: X. U.
  • Partner / Research Analyst: N. U.
  • Research Analyst: M. U.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.